UBS Group Portfolio holdings
UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$4.47B |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$2.93B |
| 3 |
Vanguard Russell 1000 Value ETF
VONV
|
+$2.75B |
| 4 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$2.69B |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$2.33B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UBS Group
UBS
|
+$1.44B |
| 2 |
Micron Technology
MU
|
+$919M |
| 3 |
CYBR
CyberArk
CYBR
|
+$851M |
| 4 |
Honeywell
HON
|
+$606M |
| 5 |
Merck
MRK
|
+$605M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 16.96% |
| 2 | Financials | 8.41% |
| 3 | Industrials | 7.09% |
| 4 | Healthcare | 6.31% |
| 5 | Consumer Discretionary | 5.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3226
PUT
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.32B
| $10.9M | ﹤0.01% |
175,000
-75,000
| -30% | -$4.92M |
|
3227
CALL
State Street SPDR S&P Retail ETF
XRT
$458M
| $10.9M | ﹤0.01% |
135,000
-502,700
| -79% | -$43.1M |
|
3228
Highwoods Properties
HIW
$3.71B
| $10.9M | ﹤0.01% |
506,947
+149,647
| +42% | +$3.6M |
|
3229
iRhythm Holdings
IRTC
$3.86B
| $10.8M | ﹤0.01% |
91,903
-61,315
| -40% | -$8.85M |
|
3230
Cadre Holdings
CDRE
$1.43B
| $10.8M | ﹤0.01% |
353,435
+126,283
| +56% | +$5.04M |
|
3231
PUT
State Street Materials Select Sector SPDR ETF
XLB
$8.82B
| $10.8M | ﹤0.01% |
216,800
-565,600
| -72% | -$28.4M |
|
3232
PUT
Albemarle
ALB
$13.3B
| $10.8M | ﹤0.01% |
60,300
-231,400
| -79% | -$39.5M |
|
3233
Supernus Pharmaceuticals
SUPN
$2.77B
| $10.8M | ﹤0.01% |
209,124
+166,077
| +386% | +$8.46M |
|
|
WLTH
3234
Wealthfront Corp
WLTH
$1.42B
| $10.8M | ﹤0.01% |
1,165,203
+1,000,159
| +606% | +$9.15M |
|
3235
CALL
TJX Companies
TJX
$178B
| $10.8M | ﹤0.01% |
67,400
-33,800
| -33% | -$5.26M |
|
3236
Invesco S&P 500 High Beta ETF
SPHB
$965M
| $10.8M | ﹤0.01% |
92,801
+21,287
| +30% | +$2.58M |
|
3237
Better Home & Finance Holding
BETR
$423M
| $10.8M | ﹤0.01% |
301,962
+219,553
| +266% | +$7.04M |
|
3238
Energy Vault
NRGV
$498M
| $10.8M | ﹤0.01% |
3,259,005
+1,717,918
| +111% | +$7.09M |
|
3239
Ultrapar
UGP
$6.74B
| $10.7M | ﹤0.01% |
1,950,018
+73,253
| +4% | +$354K |
|
3240
PUT
PNC Financial Services
PNC
$100B
| $10.7M | ﹤0.01% |
51,600
+4,000
| +8% | +$871K |
|
3241
PUT
Live Nation Entertainment
LYV
$42.1B
| $10.7M | ﹤0.01% |
70,400
-4,600
| -6% | -$697K |
|
3242
CALL
Guidewire Software
GWRE
$13.3B
| $10.7M | ﹤0.01% |
71,700
-49,200
| -41% | -$7.49M |
|
3243
Copa Holdings
CPA
$5.71B
| $10.7M | ﹤0.01% |
94,351
+26,667
| +39% | +$3.5M |
|
3244
iShares Agency Bond ETF
AGZ
$559M
| $10.7M | ﹤0.01% |
97,630
+9,669
| +11% | +$1.07M |
|
3245
United Natural Foods
UNFI
$3.07B
| $10.7M | ﹤0.01% |
236,798
+72,921
| +44% | +$2.79M |
|
3246
CALL
Rocket Companies
RKT
$39.6B
| $10.7M | ﹤0.01% |
748,400
+499,300
| +200% | +$9.08M |
|
3247
Ameresco
AMRC
$1.04B
| $10.7M | ﹤0.01% |
418,130
+20,744
| +5% | +$622K |
|
3248
WisdomTree Emerging Markets Corporate Bond Fund
EMCB
$98.6M
| $10.7M | ﹤0.01% |
162,733
+4,804
| +3% | +$321K |
|
3249
Corebridge Financial
CRBG
$14.6B
| $10.7M | ﹤0.01% |
446,657
-956,442
| -68% | -$26.8M |
|
3250
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.83B
| $10.7M | ﹤0.01% |
111,040
+22,887
| +26% | +$2.24M |
|
Similar funds
UBS Group's Q1 2026 Portfolio in Review
As of Q1 2026, UBS Group held 11,786 positions worth $666B, up 8% from $617B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
UBS Group deployed $70B of net new capital in Q1 2026, opening 1,344 new positions and adding to 4,801 existing holdings. Its largest new stake was Sunbelt Rentals Holdings: 1,909,539 shares worth $124M.
By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 18% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was UBS Group, an estimated $1.44B trimmed.
- UBS Group's largest Q1 2026 buy was Sunbelt Rentals Holdings: 1,909,539 shares worth $124M.
- UBS Group added most to iShares Core MSCI EAFE ETF in Q1 2026, an estimated $4.47B increase.
- UBS Group's biggest Q1 2026 reduction was UBS Group, cutting an estimated $1.44B.
- UBS Group fully exited CyberArk in Q1 2026, selling an estimated $851M.
- UBS Group's ten largest holdings make up 13% of its $666B portfolio in Q1 2026.
- UBS Group opened 1,344 new positions and closed 1,379 in Q1 2026.
- UBS Group's portfolio value rose 8% quarter-over-quarter to $666B.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.